In SharpSpring, opportunities are represented as cards in the Pipeline and can be easily moved to a different deal stage as the opportunity moves across the sales process timeline.

Creating Contact Manager Opportunities

To create an opportunity, do the following:

In SharpSpring's top toolbar, clickContacts > Contact Manager.

Locate the desired contact.

Next to the contact's name, clickOptions > New Opportunity.

Click Create a New Opportunity.

In the Opportunity Name field, enter a name for the opportunity.

In the Opportunity section, enter the following information:

• The account name

• The monetary value the opportunity is worth

• The expected closing date

In the Pipeline section, select the following:

• The pipeline the opportunity will be set to

• The stage the opportunity will be attached to

• The opportunity's status

In the Attributions section, select the owner.

In the Probability to Close section, select the probability to close the opportunity.

In the Contacts section, click the checkboxes next to contacts to associate them with the opportunity.

Optionally, add the following:

• Statuses • Tasks • Products • Custom fields

Click Save Opportunity.

Click to enlarge.

Note: Contacts can be attributed to multiple opportunities, but each opportunity will need to be created separately.

Note: You can have multiple contacts in one opportunity. However, you must have a primary contact associated with an opportunity.

Note: The expected value in blue populates by calculating the total value of the deal multiplied by the percentage to close. The probability to close will automatically populate based on the pipeline stage the opportunity is in, but can be manually changed.

Creating Pipeline Opportunities

To create an opportunity through a pipeline, do the following:

In SharpSpring's top toolbar, click Opportunities.

In the pipeline toolbar, click + Create.

In the text field, enter the name of the contact that will be associated with the opportunity.

Any notes added will automatically show the date and time saved. These notes are also used in the Activity Report.

Understanding Archived Opportunities

Opportunities cannot be deleted. Opportunities can, however, be archived. In SharpSpring, an archived opportunity is an opportunity that is removed from all open opportunities without marking it as won or lost. This is useful for deals that were not appropriately qualified or created in error, as there results will not count negatively against sales reports.

Viewing Archived Opportunities

The Reports section of SharpSpring provides a report on all opportunities won or lost across all pipelines over a given timeframe. The Won/Lost report provides information on archived opportunities. To view archived opportunities, do the following:

In SharpSpring's top toolbar, clickReports > Won/Lost.

Click View > Archived Opps.

Click to enlarge.

The Won/Lost report will provide the following information on archived opportunities:

The total number of archived opportunities

The total opportunity monetary value

The average opportunity monetary value

The average time it took to close opportunities

Reopening Opportunities

You can reopen archived opportunities as needed. To reopen an archived opportunity, do the following:

In SharpSpring's top toolbar, clickReports > Won/Lost.

Click View > Archived Opps.

To the right of the opportunity to be reopened, click Options > Reopen.